Last night I spent 2 hours on the phone helping a buddy (age 40 FT student, married), go over index funds vs ETFs and navigating through his Vanguard account to get him more familiar. While he's had a Roth setup with two funds for 3-4 years now, he had questions about taxable accounts as well which I had him open. It sounds like his wife is starting to get interested in the subject (Roths and taxable) as well, as they only contributed up to employer match for their 401Ks.
At the end of the discussion we both agreed we wish we had other friends around our age that we could dive into these subjects more. Then he asked me who got me started with investing. Although I really didn't take the full initiative until 5-6 years ago, when I felt EF size was more than I needed. The more I reflected on it, I know my parents are great savers, but never taught me about real money management or investing. It really comes back to this site for knowledge, as I really couldn't talk to anyone about it before given its such a personal topic.
So my question is, who helped you get started with investments and at what age?
At the end of the discussion we both agreed we wish we had other friends around our age that we could dive into these subjects more. Then he asked me who got me started with investing. Although I really didn't take the full initiative until 5-6 years ago, when I felt EF size was more than I needed. The more I reflected on it, I know my parents are great savers, but never taught me about real money management or investing. It really comes back to this site for knowledge, as I really couldn't talk to anyone about it before given its such a personal topic.
So my question is, who helped you get started with investments and at what age?
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